How supply chain shocks accelerate clean tech?

Ajouté : 2026-05-20

[00:00:00]Every day that the Strait of Hormuz is closed and every day that the Iran war continues is a month's worth of free marketing for Chinese EVs and batteries and solar and clean tech. Maybe one day, hopefully soon, this disruption will be cleared up. You know, we'll kind of be dealing with the cleanup of everything that happened. But the psychological effect, I think, will continue to reverberate. And back to the oil shocks of the 1970s and how even when oil prices came back down, actually left a structural effect on the entire global economy. You think about how much countries stepped up their investment actually in alternative energy, as was called back then, and how much they really emphasized, how consumers really emphasized energy efficiency. And you have the rise of Japanese automakers.

[00:00:46]Then, with the oil shock of the of the '70s, you got these Japanese highly fuel-efficient vehicles that seemed suddenly really, really attractive. You know, not only are they cheap to buy, but they're cheap to own. So, that caused like a huge boom for Japan's automotive industry that I think might be happening to a certain extent also with China's EV industry and and broader clean tech industry. So, that's what I'll be curious about. We've had so many different supply chain disruptions, COVID and everything. I think this one really will add fuel to the fire in terms of, you know, people's efforts around the world to try to reduce dependence on, you know, oil and gas and to shift to renewable energy.